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Professional Financial Advisors, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Professional Financial Advisors, LLC on AGG, newest first. How the timeline and the estimate are built.

Professional Financial Advisors, LLC held 707,145 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 707,145 shares
    Change vs previous 13F +354,835 shares

    11.37% of the 13F portfolio, value $66,853,447.

    13F-HR 0001754960-26-000844 filed by Professional Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 352,310 shares
    Change vs previous 13F -343,113 shares

    6.03% of the 13F portfolio, value $34,871,641.

    13F-HR 0001754960-26-000450 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 695,423 shares
    Change vs previous 13F +4,308 shares

    14.06% of the 13F portfolio, value $69,034,651.

    13F-HR 0001754960-26-000220 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 691,115 shares
    Change vs previous 13F +8,961 shares

    14.1% of the 13F portfolio, value $69,028,590.

    13F-HR 0001754960-26-000073 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 682,154 shares
    Change vs previous 13F +6,796 shares

    14.39% of the 13F portfolio, value $68,385,923.

    13F-HR 0001754960-25-000715 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 675,358 shares
    Change vs previous 13F +6,484 shares

    15.54% of the 13F portfolio, value $66,995,538.

    13F-HR 0001754960-25-000340 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 668,874 shares
    Change vs previous 13F +4,138 shares

    16.8% of the 13F portfolio, value $66,165,023.

    13F-HR 0001754960-25-000235 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 664,736 shares
    Change vs previous 13F not available

    16.5% of the 13F portfolio, value $64,412,924.

    13F-HR 0001754960-25-000009 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).